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Strategic Financial Solutions

We provide businesses with expert financial planning and strategic support that drives informed decision-making and sustainable growth. From managing monthly budgets and forecasts to developing forward-looking financial models, we deliver the insights senior leadership needs — while continuously advising on how to enhance long-term business value.

For growing and mature businesses, we take ownership of monthly budgeting, forecasting, and financial modelling — delivering clear, actionable reports to senior management while advising on ways to enhance enterprise value over time.

For companies raising capital (Equity, Preference, Debt), we act as a trusted partner — building robust financial and valuation models, managing investor communications, and supporting due diligence to help you secure the right funding on the right terms.

We brings deep sectoral experience, having developed financial and valuation models for businesses across hospitality, real estate, construction, housing, technology, infrastructure, start-ups, retail, and manufacturing. With a flexible, insight-driven approach, we are well equipped to deliver tailored solutions across a wide range of industries.

Our Services

Deals

We combine market intelligence and industry benchmarking with financial insights to structure high-impact mergers, acquisitions, and divestitures.

Fund Raising

Through deep market research and investor trend analysis, we help you secure the right capital — equity, debt, or preference — under the best possible terms.

Business Strategy & Management Consulting

Expert guidance to refine business models, optimize operations, and achieve long-term success.

Monthly Budgeting & Forecasting

Data-driven budgeting and forecasting to enhance financial planning and performance.

Bespoke Financial Modelling

Custom-built financial models tailored to support critical decisions and strategic planning.

Valuations & Financial Reporting

Precise business valuations and financial reports that stand up to investor and audit scrutiny.

Risk Management

We apply financial analytics to identify vulnerabilities, quantify exposures, and build smart risk mitigation strategies.

Accounting Services

Reliable accounting solutions ensuring compliance, accuracy, and financial clarity.

Due Diligence

We deliver data-backed due diligence powered by financial analytics, market research, and competitive intelligence — so you can invest with confidence.

Debt Restructuring & Refinancing

We assist businesses in managing and optimizing their debt structure for financial stability and growth.

Our Presence

We are proud to be available across multiple time zones, ensuring that no matter where you are in the world, our team is ready to connect, support, and assist you whenever you need us. Our global presence means your business never has to wait.

Expert financial planning and strategic support

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Private Market

Application Development for Start-up

I dedicate my time for start-ups in understanding their challenges and assisting them in prioritising strategies.

I have used my experience to manage application/website development projects assisting start-ups to quickly turnaround in the post-covid world. It is important for start-ups to have a clear vision of their target market and the problem they are trying to solve.

Indeed, a through scientific analysis of their market size and commercial nature of the product has to be performed.

Post Covid - Fully integrated financial models with sensitivity and scenario analysis for commercial properties.

A fully integrated model with flexibility to determine sale date of each of the property was delivered for a property fund. The model also incorporated scenarios of sale date, refinance option, refinancing cost, dividend and surplus for investors.

The model was built with high precision to evaluate the effect of pandemic on the value of commercial properties and was dynamic in sensitivities around future rental yields and valuation.

Microsoft Power BI and Tableau

Transforming the data fields into something meaningful and engaging has become a necessity for every big organisation. I have delivered a real-time dashboard to a bank with all key performing indicators (KPIs) assisting them to manage the risk of the loan portfolio book amounting Euro 7.8 billion. The KPI’s will be used to drive the strategy over the 10 year horizon.

I have used Tableau to automate the reporting of portfolio for a US listed social media giant making it accessible to all the colleagues globally within the designated team.

Recovery Model for NPL's

Recovery model for NPLs for an AMC in line with the proposed strategy. The model was delivered with flexibility to alter ‘realisations’ and ‘allocation’ of portfolio. Strategies included portfolio sale, foreclosures, restructuring and debt to asset swaps. The model was built after considering following characteristics of the portfolio.

1. Property type;

2. Nature of portfolio (alive vs provision vs written off);

3. Category of asset based on return-risk profile;

4. Description of Industry, Sector, Sub-Sector;

5. Personal guarantees, guarantees backed by government;

6. Terminated and Non-Terminated status;

7. Age of the borrower;

8. Possibility of restructuring; and

9. Quality of collateral.

Valuation of start-ups in various stages

Umesh has performed valuations for more than 80 start-ups in early stage, growth phase, expansion and mature phase, based in United States (AICPA guidelines), Singapore, Republic of Ireland and India. The total value is more than USD 300 million.

Globally accepted valuation methodologies were used with understanding of micro and macro-economic outlook. I have liaised with venture capitalist, entrepreneurs and fund managers at various stages to manage the project in terms of time and quality. The deliverables were for Investment decision, sale of stake, management buy-outs, ESOPS and tax planning purpose.

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